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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1551
Pinnacle Wealth Management Advisory Group
New Jersey
$255K -$19.1K -133 -7%
SWM
1552
Silverlake Wealth Management
Vermont
$253K +$1K +7 +0.4%
FFWA
1553
FRG Family Wealth Advisors
Washington
$253K – – –
FFA
1554
Fi3 Financial Advisors
Indiana
$252K +$261K +1,825 New
SIC
1555
Samalin Investment Counsel
New York
$251K +$42K +293 +19%
NGA
1556
Naples Global Advisors
Florida
$251K -$11.3K -79 -4%
SCA
1557
Stonebridge Capital Advisors
Minnesota
$250K -$573 -4 -0.2%
WCP
1558
Wick Capital Partners
Pennsylvania
$250K -$13.3K -93 -5%
SPC
1559
Stewart & Patten Company
California
$249K – – –
LJAC
1560
L.J. Altfest & Co
New York
$248K -$10.2K -71 -4%
PGA
1561
Portland Global Advisors
Maine
$248K – – –
VHAM
1562
Van Hulzen Asset Management
California
$246K – – –
KL
1563
KWMG LLC
Kansas
$246K +$255K +1,782 New
WTC
1564
WhitTier Trust Company
Nevada
$245K -$31.4K -219 -11%
WA
1565
Wealthstar Advisors
Texas
$245K – – –
PWG
1566
Portside Wealth Group
Utah
$245K +$253K +1,766 New
KWA
1567
Kingswood Wealth Advisors
California
$245K -$114K -799 -31%
CFG
1568
Carr Financial Group
Massachusetts
$245K +$253K +1,765 New
VAG
1569
VisionPoint Advisory Group
Texas
$244K +$253K +1,769 New
HDIM
1570
Hanson & Doremus Investment Management
Vermont
$243K – – –
OWA
1571
Opal Wealth Advisors
New York
$242K +$252K +1,758 New
MWM
1572
Marion Wealth Management
Pennsylvania
$242K – – –
BFWA
1573
Benchmark Financial Wealth Advisors
Florida
$242K -$4.44K -31 -2%
SWA
1574
Strata Wealth Advisors
Texas
$240K +$250K +1,742 New
EL
1575
EWA LLC
Pennsylvania
$238K +$26.8K +187 +12%
61 62
63
64 65